CRISIL UPGRADED APOLLO HOSPITAL

CRISIL Research has come out with its report on Apollo Hospitals Enterprise . The research firm has maintained the fundamental grade of 5/5 to the company in its November 4, 2011 report.

Apollo Hospitals Enterprise Ltd’s (Apollo’s) Q2FY12 results were in line with CRISIL Research’s expectations. Revenues grew at a healthy 19.3% y-o-y supported by growth in the healthcare services and pharmacy businesses, while earnings registered a strong growth of 25% y-o-y due to lower interest cost (adjusted for foreign exchange gain/loss). We retain our positive stance on the growth prospects of the healthcare services industry and Apollo’s dominant position in the organised healthcare market. Consequently, we maintain our fundamental grade of 5/5.

Q2FY12 result analysis
• Revenues grew 9.2% q-o-q (up 19.3% y-o-y) to Rs 6,998 mn, supported by healthy growth in the healthcare services and pharmacy businesses. While the healthcare services business grew 9.0% q-o-q (up 17.0% y-o-y) to Rs 4,915 mn, the pharmacy business registered a growth of ~10% q-o-q (up 25% y-o-y) to Rs 2,085 mn.

• EBITDA margin improved by ~60 bps q-o-q to 17.1% (increased 10 bps y-o-y) driven by 40 bps improvement in the healthcare services business’ margin and 60 bps q-o-q growth in the pharmacy vertical’s margin.

• Adjusted PAT grew by 15.1% q-o-q (up 24.9% y-o-y) to Rs 590 mn due to revenue growth and improvement in margins. PAT margin grew 44 bps q-o-q (up 38 bps y-o-y) to 8.4%. EPS for Q2FY12 was Rs 4.5 compared to Rs 3.8 in Q2FY11.

MY FAVOURITE STOCK APOLLO HOSPITAL ROCKING!!

Hi friends,
my favourite stock Apollo hospital is rocking after Q2 is announced.The Apollo Hospitals Group, Asia’s most profitable and trusted healthcare services provider reported its consolidated results for the quarter and half year ended September 30, 2011 according to Indian GAAP.

Revenues grew 20.4% to Rs. 7,848 million compared to Rs. 6,518 million in Q2FY11. EBITDA grew 18.6% to Rs. 1,311 million as against Rs. 1,105 million in Q2FY11. PAT was Rs. 550 million in Q1FY12 vs. Rs. 515 million in Q2FY11. PAT before Forex translation charge was Rs. 583 million vs. Rs. 492 million, growth of 18.5%. Diluted EPS of Rs. 4.00 per share in Q2FY12.

Revenues grew 21.4% to Rs. 15,082 million compared to Rs. 12,428 million in H1FY11. EBITDA grew 19.9% to Rs. 2,508 million as against Rs. 2,091 million in H1FY11. PAT was Rs. 1,096 million vs. Rs. 934 million in H1FY11, growth of 17.4%. PAT before Forex translation charge was Rs. 1,132 million vs. Rs. 932 million, growth of 21.5%. Diluted EPS of Rs. 8.12 per share in H1FY12

Commenting on the group’s performance Dr. Prathap C Reddy, Chairman said, “We are heartened by the continued growth in revenues and earnings in our business. Apollo has always believed in creating new capacities pan India to bridge the huge gap that exists in the Healthcare Infrastructure in India. Our ability to sustain margins despite the addition of new beds and increasing costs due to inflation and high interest rate regime demonstrates the maturity and robustness of our business model.

Healthcare services have exhibited sustained growth due to a focus on key treatment areas through our COE strategy. Introduction of Robotics planned across seven key locations will further heighten our clinical offerings and medical outcomes. The momentum in the Standalone Pharmacy business combined with improving metrics and profitability validates our belief in this business as a value provider and key component of our integrated healthcare model.

What PETRONET gave to Stakeholders?

Do u know what happened to petronet lng stock??Co came with IPO of price as cheap as Rs.13 in 2003 and now it is trading at 160 levels.That means 12 times returns over 8 year period.Really amazing.If u invested 13000 in petronet during 2003 now it will become Rs.160000.I really don't know how much ppl know about this.
u all know what we get from Sb ac and fixed deposit,mere 3.5 percent and 10 percent per annum.SB ac will give u Rs.3640 as interest and FD will fetch u doubling during this period with an annual interest rate at 11% so maximum return expected is around Rs.30000.
The conclusion here is it is best to buy good quality stocks for a longer term investments

BUY MORE PETRONET LNG

Petronet LNG Ltd reported a 98.5 per cent jump in its net profit for the second quarter at Rs 260.33 crore, against Rs 131.12 crore in the corresponding period last year.

The company's turnover increased by 75.5 per cent at Rs 5,366.87 crore against Rs 3,057.72 crore in the same quarter last year.

The sharp rise in net profit was achieved on the back of additional volumes with better margins and operational efficiency, according to Mr A.K Balyan, Chief Executive Officer, Petronet.

The liquefied natural gas (LNG) importer plans to invest Rs 3,000 crore on expanding its Dahej plant's capacity to 15 million tonnes from the present 10 MT. During the quarter, the Dahej terminal had operated at 106 per cent of its capacity.

During the quarter, the company's total re-gasified volume rose to 135.08 trillion British thermal units against 99.78 tBtus in the corresponding quarter last year.

Kochi terminal

“Construction work at the Kochi terminal is on schedule and it is expected to be commissioned by the fourth quarter this year. We expect to commission 5 million tonnes in the October-December quarter next year,” he said.

Petronet may also consider setting up a terminal in the East Coast, Mr Balyan said. By 2015, the company is expected to build a capacity of 25 million tonnes, he added. The company is also in talks with LNG projects in Australia to source supplies for its expansion.

To check attrition and reward performing employees, the company's board has approved the setting up of a trust to purchase shares from the open market for an employee stock options scheme, said Mr R.K Garg, the Finance Director.

BROKERS GIVES THUMPS UP TO INFY

The market is pretty happy with good set of numbers announced by infosys today.For the second quarter of the fiscal, Infosys has delivered dollar revenue of USD 1,746 million...the 4.5% revenue growth helped Infy meet the top end of its own guidance.
The bottom-line too came in above estimates, rising 11% to Rs 1,900 crore.
Infosys has marginally marked down FY12 dollar revenue guidance to 17-19%, but on the other hand it has significantly raised rupee EPS guidance to 143-145.
Country's second largest software services exporter Infosys is set to report a growth of 9.9% quarter-on-quarter in profit of Rs 1,891 crore for the second quarter of FY12, according to CNBC-TV18 estimates. Net profit for the previous quarter of current financial year was Rs 1,720 crore.
Revenues are expected to jump 7.9% to Rs 8,080 crore as against Rs 7,485 crore, quarter-on-quarter basis.
CNBC-TV18 expects earnings per share of Infosys to rise by 9.1% to Rs 32.9 in the quarter ended September 2011.
Earning before interest and tax (EBIT) for the July-September quarter of 2012 is likely to be at Rs 2187 crore, a growth of 12% compared to Rs 1952 crore in previous quarter.
SO important factor is Infy hav given a clear indication on FY12 with an EPS of 145 which is a significant one.
SO I RECOMMEND TO ACCUMULATE INFOSYS AT CMP FOR A 3 MONTH TARGET OF 3100 LEVELS

RESULTS OF LAST WEEK PORTFOLIO

I hope all of my traders enjoyed handy profits in my last week portfolio in my 5 stocks mentioned.Everonn have reached at 375.I recommended stock at 365 on last monday.Next stock i recommended is arss infra at 330 rate.Now arss infra is trading at 360 level which is around 10% rise from recommended levels.Third stock i advised to buy is tvs motors which is at same rate which doesnot show any sifnificant movement.The most active buy call is on Relcapital which i initiated to buy at 315 level which is now trading at 340 level which is around 8 percent rise in a single weeK.The last stock i recommended is ENIL which is closed at same buy rate which also didnt deliover profit.

SO OUT OF 5 STOCKS RECOMMENDED EVERONN,ARSS INFRA AND RELCAPITAL DELIVERED AROUND 8 PERCENT GROWTH AND REST 2 RESULTED IN NO PROFIT NO LOSS.